FRAAX Mutual Fund

FRAAX Mutual Fund

NAV$56.48
See how much of FRAAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-5.21%
3 Months
+1.77%
6 Months
+6.15%
YTD
+5.23%
1 Year
+6.31%
3 Years (annualized)
+15.67%
5 Years (annualized)
+5.36%
10 Years (annualized)
+13.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FRAAX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+5.23%
Peer Avg (YTD)
+6.23%
vs Peers
-1.00%

FRAAX Mutual Fund Performance

FRAAX performance across multiple time periods: 1-month -5.21%, YTD 5.23%, 1-year 6.31%, 3-year 15.67%, 5-year 5.36%, 10-year 13.84%.

FRAAX returns trail the peer average of 6.23% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

FRAAX vs another fund shows side-by-side returns. FRAAX alternatives are available in the Mutual Fund Screener.